Rehmann Capital Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rehmann Capital Advisory Group’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$540K	Buy	4,809 +1,378	+40%	+$164K	0.03%	377
2025 Q4	$415K	Buy	+3,431	New	+$412K	0.02%	441
2025 Q3	–	Sell	-1,837	Closed	-$201K	–	649
2025 Q2	$201K	Buy	+1,837	New	+$185K	0.01%	591
2022 Q2	–	Sell	-3,525	Closed	-$286K	–	520
2022 Q1	$286K	Buy	+3,525	New	+$283K	0.03%	416

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rehmann Capital Advisory Group's ESGV Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 40% in Q1 2026, buying an estimated $164K and bringing the position to 4,809 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #377.

Rehmann Capital Advisory Group first reported a position in ESGV in Q1 2022 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Rehmann Capital Advisory Group held 4,809 shares of Vanguard ESG US Stock ETF worth $540K as of Q1 2026.
Rehmann Capital Advisory Group bought 1,378 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $164K.
Vanguard ESG US Stock ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #377 holding.
Rehmann Capital Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 4 quarters since.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.